智通财经APP获悉，钢铁股延续近期强势，截至发稿，中国铁钛(00893)涨9.62%，报0.057港元；马钢股份(00323)涨7.85%，报2.06港元；鞍钢股份(00347)涨7.02%，报1.83港元；重庆钢铁股份(01053)涨6.74%，报0.95港元。
消息面上，工信部此前发布新版《钢铁行业规范条件（2025年版）》。光大证券指出，规范条件对钢铁企业实施“规范企业”和“引领型规范企业”两级评价，建议高度关注行业供给端政策及其影响。中信建投则表示，本次文件为纲领性文件，后续我们展望将有更多具体配套政策出台。
长江证券指出，当前，市场最关注的问题在于限产是否会落地？钢铁股的上涨能否持续？我们认为，这两个问题不一定划等号。本轮供改或体现“分级管理、扶优劣汰、有增有减、有保有压”的思路，或更需要精细化的过程和时间。由此，短期之内，即使限产落地，其强度或难以与2016年“一刀切”模式相提并论。本轮钢铁股上涨行情的核心，仍在于钢铁股的基本面和估值处于双底部，而供改预期仅仅在上涨弹性上提供催化。
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